Upload a Merge File

HR Administrators can upload merge files to be stored in the File Library at any time.

To upload a merge file:

1. Create your document using the Word Mail Merge feature to mark up your merge tags
2. Save your document on your PC as a Rich Text File (.rtf)
3. Click Libraries > File Library
4. Click Upload a New File
5. Complete the details and select Document Type of Merge File
6. Click Choose File and locate the file to upload
7. Click Upload & Return

The file will be listed in the File Library.

For clarity, merge files are also listed in the Merge Files tab in the Files Library